Select your assessment

Select your assessment. You can find this by entering the assessment code, title or part title in the search box. If you leave the search box blank, all qualifications for which you are approved will appear in the dropdown list.

Select the qualification you require and click ‘OK’.

For CPC qualifications:

Select your venue (this will be your centre or an approved venue).

Select your candidates

Next, you need to select your candidates. You can do this by choosing individual candidates or whole candidate groups.

Enter the name, part name, UCI or candidate number in the search box and then 'Find candidate'. You can restrict the search to show only candidates added during a given time period, from ‘today’ to ‘in the last five years’.

Select the appropriate candidates and then click 'Add selected candidates'. They will appear on the right-hand side of the screen.

When you have selected all your candidates, click 'Next'.

Creating new candidates

You should select existing candidates rather than creating new ones. However, if you cannot find a candidate, you can enter their details:

Click the 'Add new candidates' tab.

Enter the candidate details in the fields provided and then click 'Add candidate'.

When you have added all your candidates, click 'Next'.

Select entry options

Select your entry options (this is where you choose the relevant unit).

For vocational and verified qualifications and Cambridge Technicals:

Select the entry option you need by clicking in the relevant radio button (either ‘Full award entry’ or ‘Unit entry’). If making unit entries, you can make up to three unit entries at once.

Ensure the relevant candidates are ‘ticked’ and click ‘Apply to selected’. Repeat this process until you have input entry options for all candidates in the list.

Click ‘Next’.

For Functional Skills:

For examined units (Levels 1 and 2 English Reading and Writing, ICT and Maths), select ‘OnDemand’ from the ‘Series’ dropdown.

For English SLC, select ‘Annual 20XX’; for Entry Level qualifications, ‘Annual 20XX’ will be automatically displayed.

Select an option from the dropdown list. For qualifications with only one unit, this unit will automatically be displayed. For English, you will need to select the relevant unit.

Ensure the relevant candidates are ‘ticked’ and click ‘Apply to selected’. Repeat this process until you have input entry options for all candidates in the list.

Click ‘Next’.

For CPC:

Click in the tick-box of the relevant unit column.

Once you have added entry details for all candidates, click on ‘Next’.

Review and submit entries

For all of the above qualifications:

Review your entries and add an order number.

Click ‘Submit entries’ to confirm. You will then see a confirmation page.

Check and view entries

You can view all entry information within Interchange.

Log in to Interchange.

Hover over ‘Entries’ in the left-hand menu and then click on ‘Entry submission history’.

Select the qualification category you require – from here you can view details of all your entries.

Hints and tips

You only need to set up a candidate once – they are then ready for use for multiple series.

Whilst creating entries for a unit or qualification, you can go back and add/remove candidates or change entry options without cancelling your entry.

Once you've selected a group of candidates, you can add additional entries to the same group without having to search for them again.

If you find you have duplicated a candidate, provided you have not yet made an entry for both candidates, it is possible to delete one of the candidates.

You can also create candidate groups, which can be tailored to include candidates of your choice. To do this, log in, hover over ‘Candidates’ in the left-hand menu and click on ‘Candidate groups' and follow the on-screen prompts.

If you have made full qualification entries for our Cambridge Technicals (2016 suite), or our Certificate in Management Consulting, you'll also need to make test unit entries.